short sharp / concise - showing a real understanding of the company / industry / the gaming thematic / the strength of management / the size of the market / the robust nature of the balance sheet - just very well written
i love the thematic but don’t understand it nearly as well as you do.... if you get time can you educate us to:-
1. What you guess the timing of the next catalyst will be and what form it will take (for example is it the release of gaming numbers etc etc)
2. have you done a back of the envelope valuation / price target?
keep the great contributions coming
ICI Price at posting:
11.0¢ Sentiment: Buy Disclosure: Held
